Institutional investor · Portfolio as of Q3 2020
Quarterly Portfolio Change
&PARTNERS manages $98.4M across 132 positions as of Q3 2020. Top holdings: AAPL (7.2%), IJH (6.2%), IJR (5.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 19 new positions, 15 exits, 51 increased. Top move: AAPL (INCREASED, conviction 86). Portfolio: $98M across 132 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
Upgrade to Pro to see the worst-performing positions.
View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile